SCIS User Settings
An SCIS User Settings custom record is automatically created for each employee, after the employee logs in to SCIS for the first time. The SCIS User Settings record links the employee record to other records critical to SCIS transactions, such as the default customer record and the employee’s cash drawer account.
To view the SCIS User Settings custom record:
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Go to Customization > Lists, Records, & Fields > Record Types.
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Find SCIS User Settings, and then click List in that row.
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Click View next to a name in the list of employees, to confirm the settings. If you want to change or update settings, click Edit.
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Note the following user settings:
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Employee – Shows the employee name. This field is automatically populated, and is linked to the employee record.
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Default Customer – Shows the default customer record associated with the employee. For more information, see Default Customer.
Important:Do not change the default value in the Default Customer field. Changing this can affect the ability to track sales transactions submitted for customers who do not provide personal information such as name or email address.
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Default Sales Rep – Defines the default sales rep for the employee.
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Account – Defines the cash drawer account assigned to the employee.
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EULA Version Presented – Shows the ID of the latest version of the End-User License Agreement (EULA) presented to the user. This field is automatically updated each time a new version of the EULA is displayed in SCIS.
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EULA Review Date – Shows the date and time when the user accepted the terms of the EULA.
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EULA Acceptance – This check box is marked if the SCIS user has accepted the terms of the EULA. If the box is cleared, then the SCIS user has not accepted the EULA.
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Click Save.